Tax Preparation
Services

What to Bring to Your Tax Appointment:

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The free tax return preparation service is provided through the United Way of Central Florida's financial stability initiative, which prioritizes the importance of emergency savings accounts.  For this reason, you are requested to bring SAVINGS account information rather than checking account information for direct deposit of refunds.  This enables us to continue providing the free tax return preparation service. 

• Savings Account information including routing number and account number for direct deposit of refund

• Identification (driver’s license, photo ID, passport)

• If Married Filing Jointly:  Both spouses must be present with photo IDs and Social Security cards or ITIN (individual taxpayer identification number) for everyone listed on the return.

• Birthdates for you, your spouse, and dependents on the return

• Wage and earning statements (W-2, W-2G, 1099R, 1099 Misc, Social Security summary)

• Interest and Dividend Statements (1099-Int, 1099-Div)

• Forms 1095-A, B, or C Health Coverage Statements or Health Insurance Exemption Certificate

• Total paid for daycare and the provider’s tax identifying number

• Any other tax form such as an IRS PIN number

• Last year’s tax return, if possible

• IRS Letter 6475 (amount received for third stimulus payment)

• IRS Letter 6419 (amount of advanced child tax credit received)